Thom & Associates Financial Planners Inc.

Financial Services - Kelowna, BC, CA

Thom & Associates Financial Planners Inc. Employees
Ken Thom

Managing Partner

Contact Ken Thom

Pauline Murray

Partner & VP Administration

Contact Pauline Murray

Jean Adams

Administration Assistant

Contact Jean Adams

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Thom & Associates Financial Planners Inc. Details

Established in 1995 by Ken Thom, Thom & Associates Financial Planners Inc. has grown to become one of the longest existing independent financial planning brokerages in the Okanagan Valley and interior of British Columbia, providing insurance, financial and consulting services for individuals, families and all size businesses. Our clients are our friends and our team is our family. We approach our work day with enthusiasm and dedication which has helped create a strong foundation of ethics, credibility, reliability, excellence, knowledge and proficiency. OUR NUMBER ONE BELIEF – CLIENTS COME FIRST! Not confined or limited to providing certain products like many other financial institutions and companies are, Thom & Associates provides a large variety of exceptional products and the product knowledge required for your plan. We will pinpoint your needs and provide you with the right solution with the right product at the right price. We appreciate the fact that people come from varied backgrounds, diverse situations and unique circumstances. Thom & Associates has the expertise to assist anyone and everyone to create and preserve savings, build wealth, and put plans in place to protect health, family and investments from unfortunate events. Contact us today and get started on a plan to get to reach your financial goals. Call 250-861-RRSP.

Thom & Associates Financial Planners Inc. logo, Thom & Associates Financial Planners Inc. contact details
Employees: 5 - 9
HQ: 250-763-2233
Location: Kelowna, BC, CA
Revenue: 10 - 20 Million
Financial Planning to Sustain and Create Wealth - Individuals Estate Business Solutions Retirement Programs Elder Care Protection Estate Transfer Concepts & Solutions Retirement Plan Solutions Insurance Protection Post-Secondary Funding (RESPs) Estate Transfer Concepts & Solutions Estate Planning Estate Services Executor Services Canadian Farm Advisor (CAFA) Certified Executor Advisor Certified Professional Consultant on Aging Certified Financial Planner Estate Transfer Concepts & Solutions
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